Our client is seeking a Senior Trust Officer to support the team in the day-to-day activities involved in the administration of a portfolio of trusts and companies. This role requires maintaining client relationships and providing a high-quality service to both internal and external stakeholders. The successful candidate will also develop an understanding of relevant regulations, including JFSC/GFSC and AML/KYC legislation. Click here to read more.
Job Duties:
- Act as an effective member of the fiduciary team, assisting colleagues to ensure business objectives are met in a timely manner while adhering to operational standards and controls.
- Help maintain the highest level of trust and company administration to minimise business risk and ensure compliance with policies and risk management principles.
- Develop working relationships with clients, intermediaries, and internal contacts to maximise client retention and build rapport with colleagues and line managers.
- Demonstrate understanding of instructions given and fiduciary responsibilities to protect clients and the business.
- Efficiently prioritise workload to meet established deadlines and follow up on tasks delegated to other team members or intermediaries.
- Support the client-facing team in various departments.
- Work effectively with or without direct supervision, demonstrating a positive and enthusiastic attitude.
- Prepare minutes and resolutions as required.
- Contribute to personal and team targets, reviewing progress at monthly intervals with the Team Leader or Private Client Director.
- Assist with training new staff on company systems.
- Develop a broad technical knowledge of the bank's products and services.
- Understand the risk-based approach and its impact on daily administration of structures.
- Analyse and summarise data, presenting findings logically.
- Complete mandatory training within the specified timeframe.
- Adhere to the principles outlined in the KH Code of Conduct and relevant policies to ensure a focus on sustainable client relationships and good outcomes for retail clients.
Job Requirements:
- Ability to demonstrate strong communication and relationship-building skills to seek information and facilitate teamwork.
- Good numeracy and literacy skills.
- Attention to detail and accuracy.
- Ability to understand trust and company legal documents and accounts (desirable).
- Understanding of relevant laws related to ‘Trust Company Business’ in the role location (desirable).
- Awareness of the duties and responsibilities of a Fiduciary (desirable).
- Willingness to undertake professional studies relevant to the role (desirable).
What You’ll Love:
You will appreciate working within a team that values impact, collaboration, and innovation. Our client promotes a culture that embraces open-mindedness and respect, inspiring success through dedication and a strong community spirit.
Interested? Register today, confidentially, with one of our friendly and dedicated recruitment specialists by clicking here
